On 2/8/2024 at 7:37:53 PM Adam H. Kerman wrote:
tb <nospam@example.invalid> wrote:
I am a U.S. citizen and reside in the USA.
The Swiss "Social Security Administration" will soon start
crediting my bank account with monthly social security payments.
These payments are not the result of a totalization agreement
between the U.S. and the Swiss social security administrations.
The Swiss government will not be sending me a Form 1099-R at the
end of the year.
My reading of the tax treaty between the U.S.A. and Switzerland is
that I will have to pay taxes in the U.S.A. for such social security payments.
Since the Swiss "Social Security Administration" will not be
sending me a Form 1099-R, will I have to fill out such form on my
own, or perhaps fill out Form 4852? (In either case I will not be
able to supply a payer's TIN and might have to do a paper return...)
You aren't the payer, so skip the 1099-R. You will have received
statements from the pension administrators so you'll know what you'll
need to report.
Literally, the statement received from US SSA isn't a 1099 but SSA's
own form.
Ok, thanks.
Would you report such income on Line 5b, Line 6b, or Line 8 (via
Schedule 1, Line 8z) of the 1040?
--
tb
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